Client Sales Associate
1 week ago
**Location**:Singapore
**Job Type**:Permanent - Full-time
**Work Style**:Hybrid Working
The role focuses on providing specialized investment advice and tailored financial solutions to clients, ensuring they achieve their financial goals through strategic investment planning and portfolio management.
**Key Responsibilities**:
1. Client Engagement and Needs Assessment:
- Conduct comprehensive consultations with clients to understand their financial goals, risk
tolerance, investment preferences, and time horizon.
- Evaluate clients' current financial positions and investment portfolios to identify
opportunities for growth and optimization.
2. Investment Strategy Development:
- Develop personalized investment strategies aligned with clients' objectives, leveraging a wide range of HSBC investment products and services including equities, fixed income, mutual funds, and structured products.
- Recommend suitable investment solutions based on rigorous analysis of market conditions, economic trends, and client-specific needs.
- Offer guidance on tax-efficient investment strategies and wealth preservation techniques.
3. Portfolio Management and Optimization:
- Implement and actively manage clients' investment portfolios to ensure alignment with their risk profiles, investment goals, and market opportunities.
- Monitor portfolio performance closely, conducting regular reviews and making
adjustments as necessary to optimize returns and mitigate risks.
4. Client Relationship Management:
- Build and maintain strong client relationships through proactive communication, regular portfolio reviews, and responsive service.
- Educate clients on investment principles, market trends, and HSBC investment products
to empower informed decision-making and build trust.
**Qualifications and Skills**:
- Recognized diploma or bachelor's degree in finance, economics, business, or a related field (preferred), finance-relevant professional certifications are advantageous
- Strong understanding of financial markets, investment products, and regulatory requirements.
- Excellent interpersonal skills and ability to communicate complex financial concepts effectively.
**Career Development**:
- Opportunity for career advancement within HSBC, with potential roles in senior advisory positions, wealth management, or specialized investment areas.
- Continued professional development through HSBC's training programs, industry certifications, and participation in conferences and seminars.
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